VOX ROYALTY CORP. - VOXR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ascentis Wealth Management, LLC | History | New | 11,678,143 | 61,193 | 12.04% | — | 1 | +11,678,143 | New | Q1 2026 | Apr 28, 2026 |
| ORG Partners LLC | History | No change | 11,758,052 | 55,733 | 9.81% | 9.81% | 2 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BlackRock, Inc. | History | Added to | 6,154,826 | 32,251 | 0.0% | 0.0% | 3 | +117,530 | 1.95% | Q1 2026 | May 13, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Added to | 3,586,900 | 18,795 | 2.32% | 1.66% | 4 | +434,530 | 13.78% | Q1 2026 | May 15, 2026 |
| U S GLOBAL INVESTORS INC | History | Added to | 1,662,000 | 8,708 | 1.02% | 0.79% | 5 | +100,000 | 6.4% | Q1 2026 | May 01, 2026 |
| CDC Financial, Inc. | History | Added to | 1,657,304 | 8,684 | 5.52% | 2.81% | 6 | +392,500 | 31.03% | Q1 2026 | May 15, 2026 |
| SANDERS MORRIS HARRIS LLC | History | No change | 1,400,903 | 7,340 | 1.16% | 11.02% | 7 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| VAN ECK ASSOCIATES CORP | History | New | 1,379,220 | 7,227 | 0.01% | — | 8 | +1,379,220 | New | Q1 2026 | May 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 800,000 | 4,192 | 0.02% | 0.01% | 9 | +120,000 | 17.65% | Q1 2026 | May 08, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 747,459 | 3,916 | 0.0% | 0.0% | 10 | +13,798 | 1.88% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 733,163 | 3,852 | 0.0% | 0.0% | 11 | +176,847 | 31.79% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 686,438 | 3,596 | 0.0% | 0.0% | 12 | +275,121 | 66.89% | Q1 2026 | May 08, 2026 |
| McAlvany Wealth Management LLC | History | Added to | 733,415 | 3,513 | 2.37% | 1.99% | 13 | +184,002 | 33.49% | Q1 2026 | May 06, 2026 |
| Hodges Capital Management Inc. | History | Added to | 609,600 | 3,194 | 0.26% | 0.22% | 14 | +81,000 | 15.32% | Q1 2026 | Apr 28, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 558,988 | 2,929 | 0.34% | 0.31% | 15 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 444,204 | 2,327 | 0.0% | 0.0% | 16 | +89,792 | 25.34% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 402,231 | 1,906 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 351,978 | 1,844 | 0.0% | — | 18 | +351,978 | New | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 320,111 | 1,677 | 0.0% | 0.0% | 19 | +26,417 | 8.99% | Q1 2026 | May 14, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Reduced | 286,826 | 1,502 | 0.1% | 0.12% | 20 | -30,674 | -9.66% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 286,460 | 1,501 | 0.0% | 0.0% | 21 | +2,250 | 0.79% | Q1 2026 | May 15, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 251,304 | 1,316 | 0.07% | 0.05% | 22 | +55,887 | 28.6% | Q1 2026 | Apr 17, 2026 |
| Ancora Advisors LLC | History | Reduced | 240,637 | 1,260 | 0.03% | 0.04% | 23 | -175,376 | -42.16% | Q1 2026 | May 15, 2026 |
| Uniplan Investment Counsel, Inc. | History | New | 222,486 | 1,165 | 0.12% | — | 24 | +222,486 | New | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 209,454 | 1,097 | 0.0% | — | 25 | +209,454 | New | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 200,346 | 1,049 | 0.0% | 0.0% | 26 | +188,209 | 1550.7% | Q1 2026 | May 15, 2026 |
| Manatuck Hill Partners, LLC | History | New | 200,000 | 1,048 | 0.28% | — | 27 | +200,000 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 198,716 | 1,041 | 0.0% | 0.0% | 28 | -67,784 | -25.43% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 186,332 | 976 | 0.0% | 0.01% | 29 | -162,738 | -46.62% | Q1 2026 | May 08, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 168,192 | 884 | 0.48% | 0.54% | 30 | -20,087 | -10.67% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 164,792 | 863 | 0.0% | 0.0% | 31 | +158,103 | 2363.63% | Q1 2026 | May 05, 2026 |
| Caption Management, LLC | History | New | 159,299 | 834 | 0.0% | — | 32 | +159,299 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 149,420 | 782 | 0.0% | 0.0% | 33 | +101,785 | 213.68% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 134,400 | 701 | 0.0% | 0.0% | 34 | +105,400 | 363.45% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 131,631 | 689 | 0.0% | 0.0% | 35 | -13,954 | -9.58% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 124,554 | 652 | 0.0% | 0.0% | 36 | -65,788 | -34.56% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 122,876 | 643 | 0.0% | 0.0% | 37 | +11,095 | 9.93% | Q1 2026 | May 15, 2026 |
| Arbiter Partners Capital Management LLC | History | No change | 121,920 | 638 | 0.37% | 0.28% | 38 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 112,945 | 591 | 0.0% | 0.0% | 39 | -3,493 | -3.0% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 109,318 | 572 | 0.0% | — | 40 | +109,318 | New | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 109,095 | 571 | 0.0% | 0.0% | 41 | +43,103 | 65.32% | Q1 2026 | May 12, 2026 |
| Papamarkou Wellner Asset Management inc. | History | Added to | 107,750 | 564 | 0.34% | 0.3% | 42 | +1,500 | 1.41% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 97,548 | 511 | 0.0% | 0.0% | 43 | +54,488 | 126.54% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 91,285 | 478 | 0.0% | 0.0% | 44 | -4,161 | -4.36% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | No change | 68,462 | 358 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Walleye Capital LLC | History | Reduced | 62,326 | 326 | 0.0% | 0.01% | 46 | -629,210 | -90.99% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 57,828 | 303 | 0.0% | 0.0% | 47 | -356,634 | -86.05% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 58,000 | 303 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 54,264 | 284 | 0.0% | 0.0% | 49 | -2,970 | -5.19% | Q1 2026 | May 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 60,082 | 284 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 51,747 | 271 | 0.0% | — | 51 | +51,747 | New | Q1 2026 | May 08, 2026 |
| Total Wealth Planning & Management, Inc. | History | Reduced | 49,920 | 261 | 0.19% | 0.18% | 52 | -2,800 | -5.31% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 47,594 | 249 | 0.0% | 0.0% | 53 | -19,953 | -29.54% | Q1 2026 | Apr 30, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 40,038 | 210 | 0.0% | 0.0% | 54 | +10,100 | 33.74% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 37,781 | 197 | 0.0% | — | 56 | +37,781 | New | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Added to | 37,757 | 197 | 0.0% | 0.0% | 55 | +4,214 | 12.56% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 34,887 | 182 | 0.0% | 0.0% | 57 | -16,571 | -32.2% | Q1 2026 | May 06, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 34,457 | 180 | 0.0% | 0.0% | 58 | -308 | -0.89% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | New | 33,660 | 175 | 0.0% | — | 59 | +33,660 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 29,550 | 154 | 0.0% | 0.0% | 60 | +19,036 | 181.05% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 28,310 | 148 | 0.0% | 0.0% | 61 | +680 | 2.46% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 27,713 | 145 | 0.0% | 0.0% | 62 | -5,620 | -16.86% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | New | 27,610 | 144 | 0.0% | — | 63 | +27,610 | New | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 24,370 | 125 | 0.0% | 0.0% | 64 | -3,821 | -13.55% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 24,525 | 117 | 0.0% | 0.0% | 65 | -6,870 | -21.88% | Q1 2026 | May 13, 2026 |
| Castleview Partners, LLC | History | New | 21,800 | 114 | 0.06% | — | 66 | +21,800 | New | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 21,612 | 113 | 0.0% | 0.0% | 67 | -43,498 | -66.81% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Reduced | 20,296 | 106 | 0.0% | 0.0% | 68 | -81,720 | -80.11% | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 18,532 | 97 | 0.0% | 0.0% | 69 | -1,007 | -5.15% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 17,823 | 93 | 0.0% | 0.0% | 70 | -2,296 | -11.41% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 19,600 | 92 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 17,500 | 91 | 0.0% | — | 73 | +17,500 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 17,500 | 91 | 0.0% | 0.0% | 72 | -2,108 | -10.75% | Q1 2026 | Apr 28, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 17,159 | 89 | 0.0% | — | 74 | +17,159 | New | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 16,015 | 83 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 15,745 | 82 | 0.0% | 0.0% | 76 | -2,123 | -11.88% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 13,562 | 71 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Rathbones Group PLC | History | New | 13,200 | 68 | 0.0% | — | 78 | +13,200 | New | Q1 2026 | May 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 11,737 | 61 | 0.0% | — | 79 | +11,737 | New | Q1 2026 | May 14, 2026 |
| National Philanthropic Trust | History | No change | 11,257 | 58 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 10,704 | 56 | 0.0% | 0.0% | 81 | -6,096 | -36.29% | Q1 2026 | Apr 23, 2026 |
| Warberg Asset Management LLC | History | New | 10,000 | 52 | 0.01% | — | 82 | +10,000 | New | Q1 2026 | May 07, 2026 |
| Caitlin John, LLC | History | Reduced | 8,500 | 44 | 0.03% | 0.04% | 83 | -5,700 | -40.14% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 7,883 | 41 | 0.0% | 0.0% | 84 | +4,053 | 105.82% | Q1 2026 | May 15, 2026 |
| Banque Cantonale Vaudoise | History | New | 6,078 | 32 | 0.0% | — | 85 | +6,078 | New | Q1 2026 | Apr 20, 2026 |
| CITIGROUP INC | History | Added to | 6,029 | 31 | 0.0% | 0.0% | 86 | +4,682 | 347.59% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 5,700 | 29 | 0.0% | 0.0% | 87 | +4,400 | 338.46% | Q1 2026 | May 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,422 | 28 | 0.0% | 0.0% | 89 | +3,772 | 228.61% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 5,339 | 28 | 0.0% | 0.0% | 88 | -1,016 | -15.99% | Q1 2026 | May 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 4,400 | 23 | 0.0% | 0.0% | 90 | +900 | 25.71% | Q1 2026 | Apr 30, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,095 | 21 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 3,221 | 16 | 0.0% | 0.0% | 92 | -444 | -12.11% | Q1 2026 | May 15, 2026 |
| Parvin Asset Management, LLC | History | Added to | 2,600 | 13 | 0.01% | 0.0% | 93 | +1,200 | 85.71% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 2,444 | 12 | 0.0% | 0.0% | 94 | -1,888 | -43.58% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,000 | 10 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 1,269 | 6 | 0.0% | 0.0% | 96 | +904 | 247.67% | Q1 2026 | Apr 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 840 | 4 | 0.0% | 0.0% | 97 | +358 | 74.27% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 700 | 3 | 0.0% | — | 101 | +700 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 753 | 3 | 0.0% | 0.0% | 100 | -257 | -25.45% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 707 | 3 | 0.0% | 0.0% | 98 | +232 | 48.84% | Q1 2026 | May 14, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 700 | 3 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 507 | 2 | 0.0% | 0.0% | 103 | -4,193 | -89.21% | Q1 2026 | May 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 569 | 2 | 0.0% | — | 104 | +569 | New | Q1 2026 | May 08, 2026 |
| SIMPLEX TRADING, LLC | History | New | 542 | 2 | 0.0% | — | 105 | +542 | New | Q1 2026 | May 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 500 | 2 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Advisory Services Network, LLC | History | New | 224 | 1 | 0.0% | — | 109 | +224 | New | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | No change | 275 | 1 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 292 | 1 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sterling Capital Management LLC | History | No change | 366 | 1 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Extract Advisors LLC | History | Closed out | 0 | 0 | — | 0.8% | — | -652,114 | -100.0% | Q1 2026 | May 15, 2026 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -425,000 | -100.0% | Q1 2026 | May 15, 2026 |
| GWN SECURITIES INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -69,493 | -100.0% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67,371 | -100.0% | Q1 2026 | May 14, 2026 |
| Eschler Asset Management LLP | History | Closed out | 0 | 0 | — | 0.2% | — | -64,200 | -100.0% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -39,040 | -100.0% | Q1 2026 | May 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -38,252 | -100.0% | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -37,055 | -100.0% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,744 | -100.0% | Q1 2026 | May 15, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -27,627 | -100.0% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -24,122 | -100.0% | Q1 2026 | May 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,909 | -100.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,831 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,773 | -100.0% | Q1 2026 | Apr 16, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,165 | -100.0% | Q1 2026 | Apr 30, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,877 | -100.0% | Q1 2026 | Apr 24, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,870 | -100.0% | Q1 2026 | May 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | Apr 06, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | — | — | -175 | -100.0% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 108 | 0 | — | — | — | +104 | 2600.0% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 60 | 0 | — | — | — | +60 | New | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 92 | 0 | — | — | — | +17 | 22.67% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 61 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AdvisorNet Financial, Inc | History | No change | 150 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 84 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 76 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| True Wealth Design, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |